Advisory Solutions Designed Around Life Milestones
From wealth creation to succession, Vanshi Wealth builds adaptive strategies that protect capital, unlock growth opportunities and streamline family governance.
Responsive Execution
Digital paperwork, tracked workflows and concierge coordination for time-sensitive actions.
Research-Led Guidance
Fund screening, macro dashboards and risk analytics tuned to your family’s objectives.
How Vanshi Pods Work
- Discovery: Deep-dive diagnostics across balance sheets, cash flows and aspirations.
- Design: Scenario-based allocations, stress testing and tax-aware structures.
- Delivery: Execution checklists, reporting cadences and compliance guardrails.
Our Core Practice Areas
Every engagement begins with deep discovery, data-backed diagnostics and a personalised roadmap executed with precision.
Goal-Based Advisory
- Holistic profiling and cash flow mapping
- Multi-asset allocation models
- Liquidity and contingency buffers
- Quarterly performance reviews
Entrepreneur Desk
- Exit proceeds reinvestment
- ESOP monetisation strategies
- Business cash management
- Succession and trust setup
Retirement Income Planning
- Income buckets for different horizons
- Tax efficient withdrawal plans
- Annuity and debt optimisation
- Legacy and estate guidance
Global & NRI Investors
- Cross border investment compliance
- Repatriation and taxation support
- Multi-currency reporting
- Offshore estate coordination
Structured Process, Tailored Outcomes
Our advisory engine blends tools, talent and technology to deliver measurable progress toward your ambitions.
- DiscoverHolistic review of family goals, risk appetite and existing holdings.
- DesignScenario planning, stress testing and portfolio blueprinting.
- DeployDigital execution, paperwork management and onboarding.
- DeliverOngoing monitoring, triggers for rebalancing and actionable reporting.
Research Edge
Dedicated fund research desk, investment committee oversight and curated partner network.
Digital First Delivery
Secure client portal, consolidated statements, and alerts for material market moves.
Compliance & Governance
AMFI registration and robust documentation trails.
Family Office Support
Trust formation, inter-generational wealth transfer and philanthropy enablement.
Engagement Models
Select the level of engagement that best aligns with your stage of wealth and support requirements.
Foundational
Ideal for emerging professionals and first-time investors seeking a disciplined start.
- Goal mapping workshop
- Core mutual fund portfolio
- Annual review session
- Access to investor education
Premier
Designed for business owners and senior executives managing complex portfolios.
- Dedicated advisor desk
- Quarterly portfolio reviews
- Risk scenario modelling
- Consolidated family reporting
Family Office
Full spectrum advisory for multi-generational families with customised governance.
- Trust and estate coordination
- Philanthropy planning
- Dedicated compliance support
- On-call investment committee
Not sure which solution fits best?
Schedule a discovery conversation and we will map your objectives to the right advisory path.
Mutual fund investments are subject to market risk; read all scheme related documents carefully before investing.